Investor Relationship Manager
vor 1 Monat
Established in 2005, Millbrook Group is a boutique Fund Manager operating in Australia, providing investment opportunities to over 1300 clients. Our primary focus is on investing in mortgages and alternative Private Credit secured on property, offering our investors a reliable avenue for generating attractive returns. Located at the well-connected 'Paris end' of Collins Street, this family-owned business is looking for an Investor Relationship Manager to join this growing team.The Opportunity:This full-time permanent opportunity plays a pivotal role in the business in expanding our client base and strengthening relationships with new and existing investors with the intention of growing the business and the funds under management. Primarily looking after our Retail Investors, you will be the first point of contact with both new and existing investors.We are looking for a diligent, detail-oriented, and motivated individual to step into this office-based role in Melbourne. Ideally, someone with an existing network of independently owned financial planners.Key Responsibilities include, but are not limited to:Develop and maintain strong relationships with direct investors and financial planners to drive customer satisfaction and repeat businessGrow the company's relationship with investorsAttend occasional external investment/planner seminars and promotional eventsLiaise with marketing for direct communications, ensuring CRM information is accurate and maintained regularlyClient engagement and correspondence, incoming phone calls, and client queriesIdentify and generate new business opportunities through networking, cold calling, and attending industry eventsMaintenance of client data records, systems, and ad-hoc administration as requiredLiaison with office service providers, including ITThis role involves a dynamic blend of client interaction and preparing investor reports. The successful candidate must manage their time effectively, maintain a high level of attention to detail, and be flexible in working with and improving our current procedures.The ideal candidate will possess and demonstrate skills in the following areas:Previous Investment or Financial Planning Administration experienceExisting relationships with direct investors and/or financial plannersClient services and communicationWillingness and enthusiasm to learnHigh attention to detailAbility to work quickly and efficientlyGenuine high level of initiativeTeam player with a friendly dispositionProfessional presentationThis is a full-time role and the hours are 8:30am to 5:00pm, Monday to Friday. This is an onsite office-based role and there is no opportunity to work remotely. Some interstate and/or international travel may be required on an ad-hoc basis.
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Investor Relations/Fund Sales
vor 1 Monat
Melbourne, Österreich Tideri Jobbörse VollzeitAccount & Relationship Management (Banking & Financial Services)The CompanyOne of Melbourne's leading property investment boutiques.They have a strong track record over more than a decade of returning significant wealth to their investors with many IRRs over 20%.Most of their investors are made up of sophisticated HNW Individuals and family offices.The...
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Senior Investor Relations Manager
vor 3 Wochen
Melbourne, Österreich Transurban VollzeitCorporate Finance & Investment Banking (Banking & Financial Services) Working at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day. We create city-sized solutions - building and operating safer, smarter, and more sustainable roads - to solve pressing transport challenges that are slowing cities...
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Senior Investor Relations Manager
vor 3 Wochen
Melbourne, Österreich Transurban VollzeitCorporate Finance & Investment Banking (Banking & Financial Services) Working at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day. We create city-sized solutions - building and operating safer, smarter, and more sustainable roads - to solve pressing transport challenges that are slowing cities...
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Senior Investor Relations Manager
vor 3 Wochen
Melbourne, Österreich Transurban VollzeitCorporate Finance & Investment Banking (Banking & Financial Services) Working at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day. We create city-sized solutions - building and operating safer, smarter, and more sustainable roads - to solve pressing transport challenges that are slowing cities...
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Senior Investor Relations Manager
vor 3 Wochen
Melbourne, Österreich Transurban VollzeitCorporate Finance & Investment Banking (Banking & Financial Services)Working at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day. We create city-sized solutions - building and operating safer, smarter, and more sustainable roads - to solve pressing transport challenges that are slowing cities...
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Senior Investor Relations Manager
vor 3 Wochen
Melbourne, Österreich Transurban VollzeitCorporate Finance & Investment Banking (Banking & Financial Services)Working at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day. We create city-sized solutions - building and operating safer, smarter, and more sustainable roads - to solve pressing transport challenges that are slowing cities...
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Senior Investor Relations Manager
vor 4 Wochen
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Investor Relations
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Investor Reporting Analyst
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Investor Reporting Analyst
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vor 2 Monaten
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Board And Investor Relations Assistant
vor 1 Woche
Melbourne, Österreich Accent Group VollzeitAccent Group Limited is the leading digitally integrated retail and distribution business in the Apparel and Footwear performance and lifestyle market in Australia and New Zealand.With over 850+ stores, 34 brands and over 30+ online platforms.Our brands include Glue, Platypus, Skechers, Hype DC, Vans, Dr. Martens, Subtype, The Athletes Foot, CAT, Merrell,...
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Board And Investor Relations Assistant
vor 1 Woche
Melbourne, Österreich Accent Group VollzeitAccent Group Limited is the leading digitally integrated retail and distribution business in the Apparel and Footwear performance and lifestyle market in Australia and New Zealand. With over 850+ stores, 34 brands and over 30+ online platforms. Our brands include Glue, Platypus, Skechers, Hype DC, Vans, Dr. Martens, Subtype, The Athletes Foot, CAT, Merrell,...
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Family Dispute Resolution Practitioner
Vor 4 Tagen
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Senior Investor Relations Analyst
vor 2 Wochen
Melbourne, Österreich Transurban VollzeitWorking at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day.We create city-sized solutions—building and operating safer, smarter, and more sustainable roads—to solve pressing transport challenges that are slowing cities down.About the role We're seeking a Senior Investor Relations Analyst...
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Senior Investor Relations Analyst
vor 1 Woche
Melbourne, Österreich Transurban VollzeitWorking at Transurban is different; it's a place where you can see the benefits of your work play out in real life, every day.We create city-sized solutions—building and operating safer, smarter, and more sustainable roads—to solve pressing transport challenges that are slowing cities down.About the role We're seeking a Senior Investor Relations Analyst...
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Relationship Manager
vor 2 Monaten
Melbourne, Österreich Profusion VollzeitCompany Overview: This reputable major bank is highly regarded and is a great opportunity for an experienced business banker or relationship manager to manage an existing portfolio of up to 80 customer connections and work alongside a well respected and collaborative team within the commercial/corporate segment.Role Overview: You will be responsible for...
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Relationship Manager
vor 1 Woche
Melbourne, Österreich Stratton Finance Pty VollzeitNewly created Full Time position, nurture relationships, grow your portfolio and make the role your own.13th November, 2024About Stratton FinanceWe may be a finance company, but we are not one of those old-school finance companies. With over 25 years of proven experience, Stratton Finance is an award-winning finance broker that has supported hundreds of...
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Service Relationship Manager
vor 2 Wochen
Melbourne, Österreich Adp, Inc. VollzeitPosition Title: Service Relationship Manager Reporting Line: Senior Manager, Relationship Management Position Purpose: Serves as the primary client contact with assigned Management and Executive levels, acting as an advocate and liaison to develop and maintain effective client relationships within an assigned portfolio to ensure the provision of products and...
